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Liverpool Office

Matthew Whelan

Investment Manager

The primary focus of my role is to construct and manage portfolios on behalf of individuals, trusts, charities and pensions. I provide ongoing investment reviews of these portfolios, ensuring they continue to meet client’s investment objectives and relevant risk tolerances.

Matthew graduated with a BSc (Hons) degree in Economics & Econometrics from the University of York. He is a Chartered Member of the Chartered Institute for Securities & Investment.

He began his career as a Trainee Investment Manager in 2013 and joined Quilter Cheviot to take up his current role in 2017.

In his spare time Matthew enjoys a variety of sports, including golf and cricket.